Financial Fluency for the Kids

Having achieved a comfortable level of wealth, it is understandable that you want your children to enjoy the opportunities available to them. But how do you balance that with raising financially responsible children? Financial literacy is an important life skill that evolves with a child's maturity level, yet it is not taught in school.
We offer a Financial Literacy Kit - a useful package that offers strategies to help busy parents teach important age-appropriate savings, investing and credit skills.

The kit includes a comprehensive chart of ideas that steadily increases in financial responsibility, with the goal of nurturing an independent and money-wise young adult. If you would like receive a copy of this kit, please feel free to contact me.
If you would like to discuss this topic or any other Intergeneration Wealth Transfer strategies, please feel to contact me today.